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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1301
WFG Advisors
Texas
$490K -$170K -4,192 -26%
CHJWM
1302
Carlton Hofferkamp & Jenks Wealth Management
Texas
$490K -$89.1K -2,200 -15%
ACP
1303
Aviance Capital Partners
Florida
$490K +$14.2K +350 +3%
KP
1304
Keel Point
Alabama
$489K +$489K +12,066 New
GIA
1305
GHP Investment Advisors
Colorado
$488K +$81.2K +2,000 +20%
AP
1306
Atwood & Palmer
Missouri
$482K -$43.6K -1,077 -8%
HPBT
1307
High Point Bank & Trust
North Carolina
$481K – – –
BTNA
1308
Bremer Trust National Association
Minnesota
$480K -$3.73K -92 -0.8%
NFG
1309
Nadler Financial Group
Illinois
$475K +$4.05K +100 +0.9%
MCM
1310
Marathon Capital Management
Maryland
$475K +$73.4K +1,811 +18%
BAM
1311
Bruderman Asset Management
New York
$473K +$473K +11,675 New
HAIM
1312
Hunter Associates Investment Management
Pennsylvania
$472K – – –
CRIG
1313
Charter Research & Investment Group
Connecticut
$472K – – –
PTCG
1314
Pring Turner Capital Group
California
$471K -$12.2K -300 -3%
MFW
1315
Meristem Family Wealth
Minnesota
$470K – – –
CAW
1316
Cornerstone Advisors (Washington)
Washington
$470K – – –
CAM
1317
Cubic Asset Management
Massachusetts
$468K – – –
NME
1318
Notis-McConarty Edward
$467K -$40.6K -1,000 -8%
FMT
1319
First Mercantile Trust
Tennessee
$463K -$7.42K -183 -2%
MAM
1320
Meeder Asset Management
Ohio
$462K +$2.71K +67 +0.6%
RMCM
1321
Reynders McVeigh Capital Management
Massachusetts
$462K +$148K +3,660 +47%
MBT
1322
Monroe Bank & Trust
Michigan
$458K -$81.1K -2,000 -15%
PI
1323
PineBridge Investments
New York
$458K +$129K +3,190 +39%
NERM
1324
New England Research & Management
Illinois
$455K +$455K +11,223 New
CPA
1325
Cowen Prime Advisors
New York
$454K – – –
51 52
53
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